Interact to see
Advertisement
Advertisement
HBLRX vs WWICX
HBLRX vs WWICX Comparison
Open Charts HBLRX vs WWICX
Hartford Balanced Income R3
Price$15.15
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
Westwood Income Opportunity C
Price$12.46
Change+$0.07 (+0.56%)
VolumeN/A
Net Assets534M
HBLRX vs WWICX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLRX vs. WWICX commentary
Sep 09, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is HBLRX is a StrongBuy and WWICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12B vs. WWICX (534M). WWICX pays higher dividends than HBLRX: WWICX (3.57) vs HBLRX (2.88). HBLRX was incepted earlier than WWICX: HBLRX (15 years) vs WWICX (6 years). WWICX (1.76) is less costly to investors than HBLRX (1.28). HBLRX is a more actively managed with annual turnover of: 61.00 vs. WWICX (57.00). HBLRX has a lower initial minimum investment than WWICX: HBLRX (0) vs WWICX (1000). WWICX annual gain was more profitable for investors over the last year : 7.80 vs. HBLRX (3.17). HBLRX return over 5 years is better than : 14.35 vs. WWICX (9.06).
| HBLRX | WWICX | HBLRX / WWICX | |
| Total Expense Ratio | 1.28 | 1.76 | 73% |
| Annual Report Gross Expense Ratio | 1.28 | 1.76 | 73% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 7.866 | 6.519 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 534M | 2,247% |
| Annual Yield % from dividends | 2.88 | 3.57 | 81% |
| Returns for 1 year | 3.17 | 7.80 | 41% |
| Returns for 3 years | 17.36 | 27.14 | 64% |
| Returns for 5 years | 14.35 | 9.06 | 158% |
| Returns for 10 years | 43.10 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| ELIS | 26.82 | 0.57 | +2.18% |
| Direxion Daily LLY Bear 1X Shares | |||
| SAGP | 34.04 | 0.21 | +0.61% |
| Strategas Global Policy Opp ETF | |||
| UIVM | 61.03 | 0.29 | +0.48% |
| VictoryShares International Val MomtETF | |||
| IVOV | 101.93 | 0.42 | +0.41% |
| Vanguard S&P Mid-Cap 400 Value ETF | |||
| KPRO | 29.45 | N/A | N/A |
| KraneShares 100% KWEB Dfnd OutcmJan27ETF | |||